Alabama Farmers Federation and Affiliated Companies Retirement Plan
Corporate pension, based in Montgomery, Alabama, reporting $460M in assets, for 2,047 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Alabama Farmers Federation and Affiliated Companies Retirement Plan funded ratio 110.7% -> 103.8% (2023-01-01 to 2024-01-01).
11 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- SEI Core Property Collective Inv Tr3 commitments
- SEI Special Situations Collective3 commitments
- SEI Structured Credit Collective Fd3 commitments
- SEI Investments Management Corp14 commitments
Relationship network
14 connected entities14 observed commitments6 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Common/collective trusts 21.8%
- Registered investment companies 74.8%
Consultants and advisers
- SEI Investments Company Custodianthrough Dec 31, 2022 Form 5500
- USI Consulting Group Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- SEI Investments Management Corp14 rows, latest Dec 31, 2024
- SEI Investments Management Corpplan years
- SEI Investments Companyplan years 2022
What changed
- Jan 1, 2024Funded status changedAlabama Farmers Federation and Affiliated Companies Retirement Plan funded ratio 110.7% -> 103.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedAlabama Farmers Federation and Affiliated Companies Retirement Plan first reports an interest in SEI Global Private Assets VI Cit (SEI Global Private Assets VI Fund): $1M at 2023-12-31with SEI Global Private Assets VI Fundaskebsa.dol.gov
- Jan 1, 2023Funded status changedAlabama Farmers Federation and Affiliated Companies Retirement Plan funded ratio 122.0% -> 110.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAlabama Farmers Federation and Affiliated Companies Retirement Plan plan assets $497M -> $396M (-20.3%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $26.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SEI Global Private Assets VI Citcollective trust | SEI Investments Management Corp | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SEI Special Situations Collectivecollective trust | SEI Investments Management Corp | Private credit | $24.3M held | Disclosed holding | askebsa.dol.gov |
+11 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,047 | $429M | $421M | 103.8% | $460M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,103 | $396M | $394M | 110.7% | $429M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,235 | $497M | $389M | 122.0% | $397M | Not disclosed | Not disclosed | Not disclosed |
- SEI Private Trust Co. codes 28 51 $1.3M PY2024
- SEI Private Trust Co. codes 19 21 25 $41,370 PY2024
- SEI Global Private Asset V Cit Sched. D C $13.1M PY2024
+20 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Alabama Farmers Federation and Affiliated Companies Retirement Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+5 connections on the graph
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